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Charity Summary


Charity Details

Marion Davis Memorial Trust
Sir Ernest Davis Trust - E & M Davis Library Fund
CC32487
N/A
Registered

Registration details

30/06/2008
February 28

Name change history

Name Effective Date
Ernest & Marion Davis Memorial Library Trust 30/06/2008
Marion Davis Memorial Trust 9/10/2008

Address for service

C/O Perpetual Guardian Trust
PO Box 1934
Shortland Street
Auckland
1140
191 Queen Street
Level 23, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC32487

Purpose & Structure

Charitable Purpose

The Trust established an endowment fund for the provision and maintenance of text books and journals in the Marion Davis Memorial Library.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Health

Education / training / research, Social services, Religious activities, Fund-raising, People with disabilities, One of the selected sectors

Other (please state)

(The Ernest & Marion Davis Memorial Library, Auckland District Hospital Board, One of the selected beneficiary types), Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
28/02/2026 31/08/2026 28/05/2026 $135,519 $188,397 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2025 31/08/2025 21/07/2025 $1,236,896 $157,414 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2024 31/08/2024 23/07/2024 $116,271 $123,744 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2023 31/08/2023 7/08/2023 $105,822 $148,922 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2022 31/08/2022 14/06/2022 $112,717 $153,746 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2021 31/08/2021 9/04/2021 $81,332 $142,386 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2020 31/08/2020 22/05/2020 $106,957 $164,392 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2019 31/08/2019 25/07/2019 $115,111 $113,496 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2018 31/08/2018 17/05/2018 $110,406 $142,779 load annual return's financial documents spinner gif
Included in Annual Return
28/02/2017 31/08/2017 7/09/2017 $101,312 $76,786 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
PERPETUAL TRUST LIMITED Officer 8/10/2019

Past Officers

Officer Name Position Past Since
The New Zealand Guardian Trust Company Limited Trustee 8/10/2019

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
27/08/2015 NOC007
19/08/2014 NOC006
18/08/2014 NOC005
26/07/2012 AR005
4/08/2011 AR004
6/08/2010 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.